Compare SaaS Products
Compare up to 4 software products side by side. Find the best solution for your business.
Add Products to Compare
2 of 4 products selected
| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.0
|
| Reviews | 11 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://clarum.ai | https://www.meetthyme.com/ |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
|
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |